Todd Knickerbocker
Stonebrook Private · Northville, Michigan
Todd Knickerbocker is a fee-only financial advisor at Stonebrook Private in Northville, Michigan. Todd focuses on tax planning and estate & legacy planning. Stonebrook Private reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Stonebrook Private |
|---|---|
| Based in | Northville, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $937.0M across 4,146 accounts |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 1999505 |
| Exams passed | Series 63 (1989) · Series 65 (1999) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | stonebrookprivate.com |
| Profile |
How Todd's firm compares
- Stonebrook Private's average account is about $226,000, from its Form ADV (assets managed divided by 4,146 accounts).
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Questions about Todd
Is Todd Knickerbocker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Stonebrook Private reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Stonebrook Private, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Knickerbocker based?
Todd Knickerbocker is based in Northville, Michigan.
What does Todd specialize in?
Todd's specialties include tax planning and estate & legacy planning. Todd works with multi-generational families.
Is Todd Knickerbocker registered with the SEC?
Yes. Todd Knickerbocker is registered as an investment adviser representative in FL, MI and TX (CRD 1999505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Stonebrook Private manage?
Stonebrook Private reports $937.0M across 4,146 accounts in assets under management.
How do I contact Todd Knickerbocker?
Through Todd's website, stonebrookprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stonebrook Private website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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